Matt Hanna says that value stocks will have periods of outperformance around the fiscal stimulus announcements as the modern monetary theory and the Fed will continue to drive this cycle. Additionally, he believes that commodities and the energy sector could do well with increasing inflation.
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11 Feb 2021
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Matt Hanna says that value stocks will have periods of outperformance around the fiscal stimulus announcements as the modern monetary theory and the Fed will continue to drive this cycle. Additionally, he believes that commodities and the energy sector could do well with increasing inflation.
Market Overtime
11 Feb 2021